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Institutional Research

Institutional Funds

8,643 investment managers that filed Form 13F for Q1 2026, ranked by reported portfolio value.

#FundLocationPortfolio ValueHoldingsQoQ Change
8601Pin Oak Investment Advisors IncTX$141.4K503-0.8%
8602Lederer & Associates Investment Counsel/CaCA$141.2K83-5.2%
8603Orographic Financial Advisors, LLCCO$141.1K106—
8604Mosaic Financial Group, LLCIL$140.9K126-3.8%
8605Aurora Private Wealth, Inc.NJ$140.5K167-7.7%
8606Stoneridge Investment Partners LLCPA$138.3K128-3.8%
8607Aurora Investment Managers, LLC.FL$135.9K30-22.9%
8608Aquamarine Zurich AGSwitzerland$135.3K7-8.3%
8609Sivik Global Healthcare LLCCT$131.7K34-35.7%
8610Delaware Ladera Management Company, Inc.MA$128.7K1+37.7%
8611Strategic Wealth Advisors LLCAZ$124.7K267+6.6%
8612Ferguson Johnson Wealth Management IncMD$123.2K34+2.5%
8613Global Strategic Management IncPR$120.4K25+0.4%
8614Ball & Co Wealth Management Inc.TN$119.5K79-23.0%
8615Ulland Investment Advisors, LLCMN$116.6K213-6.7%
8616Capital Markets Trading Uk LLPUnited Kingdom$111.2K77+34.3%
8617Paradigm Capital Management, LLC/NVNV$109.1K59+1.4%
8618Rye Brook Capital LLCCT$108.4K28+1.3%
8619Wealth Group, Ltd.NC$107.2K88+4.5%
8620Ak Global Asset Management, LLCCA$106.3K28-99.9%
8621Merrithew & Thorsten IncCA$106.0K115+12.2%
8622Q Global Advisors, LLCTX$104.0K48+2.3%
8623Envision Financial Transparency, LLCNC$102.9K56—
8624Platt Wealth Management LLCCA$102.6K50+1.7%
8625Montchanin Asset Management, LLCDE$94.1K54—
8626Avail Investment Partners, LLCPA$93.6K137—
8627Rd Finance LtdCyprus$88.1K29-10.9%
8628Delphi Management Inc /Ma/MA$83.6K79-18.6%
8629Pensionfund SabicNetherlands$83.0K77-77.5%
8630Ampfield Management, L.P.NY$80.8K5+21.2%
8631Courage Capital Management LLCTN$70.6K14-2.4%
8632Kepos Capital LPNY$61.3K149+248.0%
8633Tanaka Capital Management IncNY$59.9K43+9.2%
8634Groesbeck Investment Management Corp /Nj/NJ$51.3K94-3.1%
8635Aozora Bank, Ltd.Japan$43.6K1+33.8%
8636Tls Advisors LLCFL$42.1K16+10.5%
8637Altai Capital Management, L.P.CA$34.9K4-11.5%
8638Honeycomb Asset Management LPNY$19.4K4-99.9%
8639Tradelink Capital LLCIL$13.2K25+5.9%
8640Alken Asset Management LtdUnited Kingdom$10.3K6+69.6%
8641University Of Maryland Foundation, Inc.MD$5.1K2-4.2%
8642Svenska Handelsbanken Ab (Publ)Sweden$1.4K1+13.9%
8643Parafestas AnastasiosMA$6572-23.7%

Showing 8,601–8,643 of 8,643

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